Commence CRM Help

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Welcome to Commence CRM

Commence is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs.

See what's new in Commence CRM for release notes and links to additional CRM Resources. 

Browse the guides below to learn about all the features in your Commence CRM solution.

Help for CRM Administrators

Commence CRM is customizable and offers extensive reporting and graphical analysis. To begin, follow the steps in the Getting Started and Updating your Company Profile sections.

These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data.

Help for CRM Users

An intuitive set of ready to use applications automates many aspects of your business from sales to customer service. To quickly begin using your CRM, reference the Getting Started and CRM Dashboard sections.

These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations.

Personal tools

For Administrators
For End Users